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Bill Phillips Email
Director Advisor Consulting & Senior Portfolio Specialist . Ocean Park Asset Management
Santa Monica, CA
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How to contact Bill Phillips
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Employees:
52Revenue:
$11.4MAbout
We Believe in Disciplined Risk Management.\n\nOur tactical, rules-based process seeks to take the guesswork and emotion out of making investment decisions with goal of protecting our clients and their portfolios.\n\nOcean Park Asset Management does not approve or endorse any third-party communications posted on LinkedIn.\n\nOcean Park Asset Management, LLC offers and provides investment advisory services directly to clients on a joint advisory basis; provides portfolio management services on a sub-advisory basis; and provides investment advisory services through a model delivery or strategist structure to other third-party investment advisers, broker dealers, and financial institutions. Ocean Park Asset Management also serves as an investment adviser to an investment company registered under the Investment Company Act of 1940, where it provides investment management services to Mutual Funds and Exchange Traded Funds (ETFs).\n\nThere is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses.\n\nRegistration does not imply a certain level of skill or training. For information pertaining to the registration status of Ocean Park, please call 1-844-727-1813 or refer to the Investment Adviser Public Disclosure website (ADVISERINFO.SEC.GOV).Ocean Park Asset Management Address
Santa Monica, CA
United States